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Home > Institutional Investor > Colony Family Offices, Llc > Profile

Instuitional Investor - Colony Family Offices, Llc

Fund Profile
Filing Period:
Fund Name: Colony Family Offices, Llc
Portfolio Value $320,559,816
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 960,373 $58,083,359 18.12%
2.
Ishares Tr - CORE MSCI EAFE
 576,669 $43,624,976 13.61%
3.
Ishares Trust
 IEF 304,430 $31,834,245 9.93%
4.
Vanguard Intl Equity Index Funds
 VWO 449,320 $20,336,205 6.34%
5.
2023 Etf Series Trust Ii
 563,489 $17,641,883 5.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)